BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

Rakuten Securities, Inc.

· CIK 0002009539
13F Portfolio $430M AUM 914 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 121 New 327 Added 356 Reduced 86 Exited
Page 4 of 18  ·  356 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 2,729.0 $136K 0.03% -666.0 -19.6% $49.86 +6.2%
62 XPEV XPENG INC Consumer Cyclical 9,720.0 $129K 0.03% -7K -43.5% $13.24 -11.6%
63 SOUN SOUNDHOUND AI INC Technology 19,837.0 $128K 0.03% -19K -48.5% $6.47 +8.3%
64 VGK VANGUARD INTL EQUITY INDEX F 1,404.0 $124K 0.03% -974.0 -41.0% $88.54 +4.7%
65 QS QUANTUMSCAPE CORP Consumer Cyclical 15,645.0 $118K 0.03% -11K -40.3% $7.56 -24.1%
66 CTVA CORTEVA INC Basic Materials 1,282.0 $109K 0.03% -4K -73.2% $84.69 -2.1%
67 CAVA CAVA GROUP INC Consumer Cyclical 1,367.0 $107K 0.03% -370.0 -21.3% $78.48 -13.6%
68 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 110.0 $103K 0.02% -30.0 -21.4% $935.47 +2.2%
69 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 10,496.0 $102K 0.02% -1K -11.9% $9.68 -11.8%
70 ANGLOGOLD ASHANTI PLC 1,220.0 $99K 0.02% -1K -50.9% $80.89
71 KHC KRAFT HEINZ CO Consumer Defensive 4,143.0 $98K 0.02% -2K -27.4% $23.62 +5.0%
72 MS MORGAN STANLEY Financial Services 468.0 $98K 0.02% -134.0 -22.3% $209.04 +2.4%
73 JD JD.COM INC Consumer Cyclical 3,737.0 $95K 0.02% -565.0 -13.1% $25.48 +12.9%
74 ATI ATI INC Industrials 460.0 $91K 0.02% -295.0 -39.1% $197.10 +8.0%
75 KMX CARMAX INC Consumer Cyclical 1,711.0 $90K 0.02% -701.0 -29.1% $52.89 +20.7%
76 SYM SYMBOTIC INC Industrials 1,972.0 $89K 0.02% -1K -38.7% $44.95 -9.7%
77 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 4,084.0 $86K 0.02% -25.0 -0.6% $21.11 -19.0%
78 U UNITY SOFTWARE INC Technology 2,987.0 $85K 0.02% -3K -46.0% $28.58 +55.3%
79 LMT LOCKHEED MARTIN CORP Industrials 154.0 $78K 0.02% -53.0 -25.6% $509.46 +11.0%
80 XOM EXXON MOBIL CORP Energy 553.0 $76K 0.02% -2K -75.7% $136.72 +15.7%
Page 4 of 18  ·  356 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 75.8%
Financial Services 7.3%
Consumer Cyclical 5.1%
Communication Services 4.1%
Industrials 2.6%
Healthcare 2.0%
Utilities 1.1%
Basic Materials 1.0%
Consumer Defensive 0.6%
Energy 0.3%